Mary & Pip

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Client assets under management

$544

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$78

About

Mary & Pip Investments, LLC provides discretionary portfolio management to individual investors and families through an online, interactive platform. The firm delivers ETF-based model portfolios, automated rebalancing, and may use third‑party model managers within its digital program.

Investment recommendations are generated by proprietary algorithms alongside quantitative tools and qualitative oversight, with a long-term, buy‑and‑hold orientation and continuous automated monitoring. Portfolios consist primarily of ETFs, may hold cash or cash equivalents as part of the strategy, and include limited digital-asset ETF allocations only after a separate client risk acknowledgment.

The firm operates with a compact advisory team supported operationally by a parent company that also produces educational content, events, and workshops, and the principal’s public media presence is disclosed as a potential conflict. Mary & Pip runs a wrap‑fee program, centralizes custody and execution through an integrated broker‑custodian that supports fractional trading, and documents separate consents and disclosures for higher‑risk allocations such as digital‑asset exposures.

Client services

Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Passive / index investing ESG / Sustainable investing

Fee options

Subscriptions

$10.00 monthly technology platform fee

Other

Account minimum: $5,000 Minimum fee: $10.00 monthly technology platform fee

Main office location

Mary & Pip

New York NY, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Instagram 212-281-9546

Advisors at this firm

Kara C

Series 66

New York, NY

Mary & Pip

Kara Cooke is a Series 66 licensed financial advisor with four years of industry experience, currently practicing at Mary & Pip. She previously worked at UBS Financial Services in various roles between 2021 and 2026. Mary & Pip provides discretionary portfolio management through a digital platform, focusing on ETF-based portfolios tailored to client risk profiles. The firm combines proprietary algorithm-driven recommendations with a long-term buy-and-hold strategy and incorporates third-party model managers when appropriate.

Passive / index investing ESG / Sustainable investing

Mary N

Series 66

New York, NY

Mary & Pip

Mary Nader is a financial advisor at Mary & Pip with a Series 66 designation and two years of industry experience. She previously worked at Deutsche Bank Securities Inc and its affiliate Deutsche Bank Trust Company Americas. Outside of finance, she manages MHN Media LLC, which handles social media marketing and brand partnerships, and has a modeling agreement with Ford Models. Mary & Pip delivers discretionary portfolio management through a digital platform, focusing on ETF-based portfolios tailored to client risk profiles. The firm employs proprietary algorithms combined with a long-term, buy-and-hold strategy and incorporates third-party model managers when appropriate.

Passive / index investing ESG / Sustainable investing

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